Example: We want to arrange like this. Will it be possible to do this?
Calendar Event 1. Meeting with client to discuss about financial planning.
Task 1 : Prepare powerpoint for meeting
Task 2 : Compile file containing data gathering forms
Task 3 : Book tables to meet in a restaurant.
Task 4 : Call the client to confirm appointment
Calendar Event 2 : Meeting with internal Financial Planning Team
Task 1 : Invite people for the meeting
Task 2 : Preparation of task list for each people.
regards,
Signaravelu S, CFP
4 Antworten
Hello Singaravelu,
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